SPIA
GAPR icon

Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Steward Partners Investment Advisory’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$894K Sell
22,102
-300
-1% -$12.1K ﹤0.01% 1223
2025
Q4 		$896K Buy
22,402
+12,732
+132% +$503K ﹤0.01% 1123
2025
Q3 		$380K Hold
9,670
– – ﹤0.01% 1525
2025
Q2 		$370K Buy
9,670
+920
+11% +$34.1K ﹤0.01% 1443
2025
Q1 		$329K Hold
8,750
– – ﹤0.01% 1399
2024
Q4 		$328K Sell
8,750
-7,708
-47% -$287K ﹤0.01% 1356
2024
Q3 		$605K Hold
16,458
– – 0.01% 1033
2024
Q2 		$587K Buy
16,458
+7,708
+88% +$267K 0.01% 995
2024
Q1 		$295K Hold
8,750
– – ﹤0.01% 1265
2023
Q4 		$286K Hold
8,750
– – ﹤0.01% 1237
2023
Q3 		$268K Hold
8,750
– – ﹤0.01% 1164
2023
Q2 		$272K Buy
+8,750
New +$264K ﹤0.01% 1159

Other funds holding GAPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return